BGSAX vs. VGT

The year-to-date returns for both investments are quite close, with BGSAX having a 31.14% return and VGT slightly higher at 31.34%. Over the past 10 years, BGSAX has underperformed VGT with an annualized return of 16.48%, while VGT has yielded a comparatively higher 20.77% annualized return.

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BGSAX has a 1.20% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Information Technology ETF (VGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BGSAX Sharpe Ratio is 1.39, which is comparable to the VGT Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of BGSAX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGSAX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.

The maximum BGSAX drawdown since its inception was -73.76%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BGSAX and VGT. For additional features, visit the drawdowns tool.

BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 8.76% compared to Vanguard Information Technology ETF (VGT) at 5.62%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.